Insights

Explore our blog for expert insights and updates on boosting sales for finance & consulting firms via AI-powered deal prompts.

Over 70% of deals in finance are made through personal connections. This fact highlights how relationships are the driving force of making deals in the business. Nonetheless, building these crucial ...

Financial institutions thrive on data – understanding market trends, consumer behavior, and the intricacies of regulatory compliance. But as these data streams burgeon, how does one effectively harness this deluge ...

2 min 23 sec read Artificial intelligence (AI) often gets a reputation for replacing human tasks, leading to concerns about job displacement. However, AI's true potential lies not in replacement ...

2 min 8 sec read The Inefficiencies of “Asking Around: Why Modern Workplaces Need Structured Expertise Discovery Time is incredibly valuable yet, in many organizations, a significant chunk of this ...

Why CRMs never work and How to fix ...

Missed opportunities in the finance sector can reverberate through an individual’s career, often with significant and long-lasting consequences. In an industry where the stakes are high and the competition is ...

The ability to harness opportunities often relies on serendipity—those chance encounters or unexpected connections that can lead to significant breakthroughs. In an interconnected financial landscape, the power of strategic knowledge ...

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